It is the goal of Pear Tree Advisors, LLC to become the preferred provider of bank investment services, investment program management, and related training programs to Arkansas banks. Our founder, Wade Partridge, has extensive experience in the areas of investment program design and management, sales leadership and coaching, training for financial advisors and bank employees, and executive level strategic planning and reporting.

Our experience, our local presence, and our strategic affiliations with industry leaders VSR Financial Services, Inc. and Pershing LLC make us uniquely qualified to partner with your institution. We offer the following services:

• Program Design and Development
• Financial Advisor Recruiting
• Licensing and Appointment Functions
• Supervision, Compliance and Risk Management
• Comprehensive Operations and Business Processing Support
• Custody and Clearing Services
• Sales Leadership and Coaching for Advisors
• Training Programs for Bank Employees
• Customer Seminars and Workshops
• Executive and Board Level Reporting and Reviews
  

If you are considering the implementation of an investment program at your bank, or would simply like to see increased profitability and service from your existing program, please contact us today.